Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,681,424
-$284,459 QoQ
Shares Held
41,944
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#912
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Choate Investment Advisors holds $5,527,089 across 7 Utilities - Regulated Electric names. NEE ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
41,944 | $3,681,424 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,140 | $429,583 | |
| 3 | DUK |
Duke Energy CORP
|
2,638 | $333,918 | |
| 4 | SO |
Southern Co
|
3,251 | $311,153 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,365 | $276,161 | |
| 6 | LNT |
Alliant Energy Corp
|
3,288 | $250,841 | |
| 7 | EXC |
Exelon Corp
|
5,234 | $244,009 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,681,424 | 41,944 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,965,883 | 42,699 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,446,821 | 42,935 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,259,054 | 43,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,264,336 | 47,023 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,791,551 | 53,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,818,926 | 53,270 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,316,101 | 51,060 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,573,922 | 50,472 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,453,057 | 54,030 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,045,382 | 50,138 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,588,820 | 45,188 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,878,521 | 25,317 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,545,222 | 20,047 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,607,293 | 19,226 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,510,019 | 19,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,441,375 | 18,608 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,649,896 | 19,477 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,910,238 | 20,461 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,602,043 | 20,403 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,477,764 | 20,166 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,304,121 | 17,248 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,247,052 | 16,164 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,423,882 | 5,130 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,258,730 | 5,241 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,261,089 | 5,241 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||